Associate Wealth Advisor Mentorship
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-26
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm in Charlotte seeks an Associate Wealth Advisor to support Wealth Advisors by servicing client relationships and providing customized financial planning. The ideal candidate will have 1-3 years of experience in financial services and hold active FINRA licenses. This role emphasizes mentorship and professional development in wealth management, expecting consistent in-office collaboration to foster strong teamwork and client interactions.
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Position Requirements
10+ Years
work experience
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